The 5 Reasons BofA/Merrill Is Crazy About Big Tech Stocks Right Now

BofA/Merrill
Earlier we mentioned a new, bullish report from BofA/Merrill making the case for buying the big tech titans. Essentially the report argues that they're cheap, underleveraged, while also riding some big secular trends (like cloud computing).

The report also identifies 5 big financial themes to bolster their case.